TaxPlanIQ Demo
Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.
Daily M- F
As available
Online, Public, Free
TaxPlanIQ Onboarding Session
Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.
Daily M-F
As needed
Online For TaxPlanIQ.com trial or Current subscribers
TaxPlanIQ Tax Lab
TaxPlanIQ subscribers and Coaching students can join us as we review tax strategies and plans. Users submit their own client's data for us to support the client sales and onboarding process. Priceless!
Weekly on Thursdays
1 PM CT
Online, Private for TaxPlanIQ.com paid users
TaxPlanIQ Power Hour
Jackie Meyer, CPA, meets with Chase Ravsten, a Registered Representative of Vistia Capital, LLC, Member FINRA, SIPC. They discuss Oil & Gas Investments. This strategy focuses on investing in the oil and gas sector, encompassing direct investments in oil and gas projects, participation in Master Limited Partnerships (MLPs), and ownership of oil and gas royalties. It offers potential tax advantages, such as deductions for Intangible Drilling Costs (IDCs) and depletion allowances, along with the liquidity and tax benefits of MLPs, and the steady income stream from oil and gas royalties. Earn 1 hour of CPE provided by CPA Academy. For more information, email Support@TaxPlanIQ.com
April 30th, 2024
3 PM CT
Online, Private for TaxPlanIQ.com paid users
Monthly Q&A Session
Meet with one of our Tax Experts in a group setting to ask for any Q&A. This is held monthly and CCTA Students with The Advanced Plan have first priority.
Monthly on 2nd Tuesday
1 PM CT
Online
10-Days to Closing a Tax Plan Challenge
Join TaxPlanIQ's 10-Days To Closing A Tax Plan 'Self-Guided' Challenge!Learn How to Create, Pitch, and Close a Tax Plan in Just 10 Days!
Daily M-F
As available
Online, Public, Free
Featured Articles
Featured Spotlight: Marc Schnoll
May 15, 2023 •TaxPlanIQ Support team
TaxPlanIQ is committed to the ongoing education and implementation of tax strategies. Periodically, we feature TaxPlanIQ users who have experienced...
Read MoreTaxPlanIQ Software Updates
March 4, 2022 •TaxPlanIQ Support team
TaxPlanIQ CEO Jackie Meyer spent some time demoing the new updates for TaxPlanIQ. She described these updates as “new enhancements and features… that...
Read MorePotential Client Process for Value Pricing
February 17, 2022 •TaxPlanIQ Support team
Now that you’ve seen the benefits and transformative potential that implementing value pricing can have for your firm, it’s time to take the first...
Read MoreValue Pricing and Tax Planning
February 10, 2022 •TaxPlanIQ Support team
In part one, we covered the merits of value pricing and how it benefits accounting firms. We also covered why hourly pricing will, for the most part,...
Read MoreAbout Jackie
Jackie Meyer is a renowned honoree of 40 under 40 since 2018, having established an award-winning CPA firm called Meyer Tax Consulting from 2010 to 2022. She is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform chosen for the AICPA 2023 Accelerator Cohort. Jackie uses her extensive experience and unique approach, The ROI Method(TM), to help accounting firms thrive in the face of challenges. With her leadership and expertise, she is dedicated to promoting better health, wealth, and relationships for accountants and creating a bright future full of opportunities for the accounting profession.